Navigate to [https://portal.geoh.app/](https://portal.geoh.app/staff/global?organizations=geoh.sales)

Select the client you would like to add goals for in the list of clients.

Enter the name of the goal in the name field.

Enter as many strategies as you'd like for each goal.

If you need more than three strategies, click "Add Strategy" to add more.

Select the visit type this goal is associated with.  Note:  You can add multiple visit types here if your goal is for different types of service codes.

The visit type must match up with the visit type that the client is scheduled for. If it does not match or no visit type is selected, the goal will not appear on the visit.

How do I add goals for a client in GEOH?